Posts by Scott Brittman

Financial Advisor For Business Owners

Is Exit Planning Worth the Time and Money?

When we talk to business owners about the value of Exit Planning, we are talking about orchestrating a business exit...

Financial Advisor Practice

Failure to Plan Has a Price

I never worry about action, but only about inaction. –Winston Churchill “I haven’t decided what I ultimately want to do...

Advisor Succession Planning

The Essential Business Agreement: A Business-Continuity Agreement Among Owners

If you co-own your business, the business-continuity agreement (or buy-sell agreement) is one of the most important documents that you...

Financial Planning

Avoiding Disasters in Insider Transfers

Steve Smith was no different than millions of other baby-boomer business owners in that the thought of leaving his business...

Financial Advisory Practice For Sale

Exit Planning: Talk vs. Action

Owners are talking with advisors about exiting their businesses. Are you one of them? Background BEI conducted owner surveys in...

Financial Advisor For Business Owners

Building Value is the Win-Win-Win of Exit Planning You are here

In all likelihood, you are absolutely critical to the success of your business. Without you, there is no business. We...

Financial Advisor Practice

Value Doesn’t Grow On Trees…Or Does It?

We all know that “money doesn’t grow on trees.”  And neither does business value.  You can’t just wait until you...

Financial Planning Firms

Tactical Planning

According to Wikipedia, tactics are the actual means used to gain an objective, while strategy is the overall campaign plan,...

Advisor Succession Planning

Systemize Internal Operations

A common denominator of Best of the Best companies is that they perform tasks in the same way—every time. They...

Financial Planning

Leveraging Human Resources

There are a number of issues owners can address, but space limitations here require that we discuss only a few....

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